2024
From less than $95,000 to...
September 30, 2024I first met Evie on the phone. It was 1986 and I had just licensed as a stockbroker. That is what we were in the 1980s before the title changed to...
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I first met Evie on the phone. It was 1986 and I had just licensed as a stockbroker. That is what we were in the 1980s before the title changed to...
Read onMost financial advisors classify their clients by the size and revenues of their accounts. They treat A+ clients better than A clients; A...
Read onWhy does Adams Financial Concepts get such better returns for our clients than most financial advisors? We do. Check out the chart showing how we do...
Read onThat was the goal Herman came with. But that is not the beginning of the story or case study. It began with Gary. Gary had a small account of about ...
Read onOur agreement for every client that has a stock account says our goal is to outperform the S&P 500 with dividends reinvested over the longer-term ...
Read onWho comes up with these so-called brilliant arbitrage ideas? In this case, what is called the “Carry Trade.” We’ve seen similar happen before,...
Read onFive years is a very long time. Ten years is an eternity. 18 years is almost unthinkable. But 32 years for a stock market recovery? When the pandemic...
Read onThat compares to the S&P 500 with dividends reinvested at 11.3% and the average financial advisor probably a lot less. The AFC composite...
Read onIn 2012, Jackson National Life surveyed hundreds of financial advisors, asking them if their client accounts had done better than the S&P 500 TR....
Read on“There’s no luck to professional portfolio investing. It is a craft, involving thousands of decisions a year. You can no more pile up a...
Read onOur advisers would be happy to have a free consultation with you about your portfolio and answer any questions you may have.
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